#Margins

THREAD: Before any conservative tries to invoke George Orwell, let me tell you an interesting story about his first book. Orwell was a policeman in Burma while it was still
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Just released a podcast w/ the CEO of @RebelFoods1, the OG ghost kitchen pioneer of India. The Sequoia-backed company started as a QSR chain w/ 73% of customers having never
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Since critiquing the homeless count is a little bit part of my brand and something I've done professionally for years, here is why I think canceling it could potentially be
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$FEAC/Skillz, soon to be $SKLZ, has many big-name investors. When people start to realize these hard to find aspects, it’s going to attract many analysts, who will explain the story
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NI BREXIT TRADE THREAD So HMG has announced a huge package for NI biz. £355m to support biz so what is it? A) A new free-to-use Trader Support Service backed
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MPLX 14 percent yield needs another look...FCF is increasing and they authorized a $1 billion buyback of shares. MPLX views buybacks as preferred over cap ex. spend given units are
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1. Some thoughts on inflation:I think there’s a really good shot of inflation > Fed target in 2H and beyondsavings are high and consumers are going to spend that money
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One of the biggest challenges of new $INTC CEO will be how to deal with the lost leadership in foundries10 years ago Intel commanded the market with superior productsThat dramatically
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The ultimate guide to increasing your conversion rate by optimising the use of your call to action buttons (THREAD) TEXTUsing imperative verbs like “get mine” & “grab mine” gives the
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In a nutshell: Besides vague notions of “masculinity” & “femininity”—this type of analysis reflects a narrow, classist, & elitist view of family disguised as concern for piety. Such rhetoric actively
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$GHVI - a thread on Matterport.Disclaimers:1. I dont own shares.2. I am/was a skeptic - If you search $GHIV and my name on twitter you will see me worried about
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Looking at owed rent arrears data over the last ten months two things have become crystal clear. 1) At least in NYC the fears of mass “eviction tsunami” are not
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TRULIEVE CANNABIS THESIS$TRUL $TCNNF-Top holding since 2018-Grown to over 50% portfolio weightingThread below 1. Investing With An EdgeNot often can retail get in before big $$$. Still listed on
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#LAURUS LABS -A HYDERABAD based pharma co. having presence in 4 VERTICALS - API’S, GENERIC–FDF(fixed dosage formulations), Synthesis and Ingredients.- founded by Dr. Satyanarayana Chava (CEO) around 2007- R&D spend
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WARNING! This thread has opinion in it. If you cant handle that, please move right along. If you can, please, read on. I’m going to post a group of videos
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#Fairchem A specialty chemical co. into mfg of AROMA CHEMICALS, NUTRACEUTICALS & OLEOCHEMICALS.-Its parent co. Fairfax Holding owned by Billionaire Investor PREM WATSA.- Fairchem came into exitence in after FAIRFAX
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